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dont think bal competes against mead. bal is organic. mead competes against danone and another similar mobs.
to be honest good investments is the best most consistent poster on HC. everything he say is pretty much accurate.

the only risk to daigou/grey market is heavier taxing not stoppage/bans. thats about it. what a laugh the media is.

when people wake up that only risk is heavier taxes, then it wont really matter. the trade will continue and bal's mngmt or whatnot can get back to business rather than read endless noise and complaints.